To say “thank you” to our blog community for being such valuable Members of the American Academy community, we’ve decided to give away a few of our most popular training sessions from last year so that you can stay on top of the “legal/technical” issues that power your practice.
The first session is a two-part training focused on a topic that you must be able to confidently and competently handle right now in your practice. As more and more people pass down IRAs to their loved ones, clients are looking to their attorneys to help them unravel messes that stem from botched beneficiary designations and defective trusts. This session will show you how to avoid such mistakes when planning for IRAs while teaching you how to effectively counsel and serve clients who show up in your office with IRA planning issues.
- Navigating the IRA Minefield: Lessons Learned from PLR 201021038
Presented by Dennis Sandoval, Director of Emeritus of Education, American Academy of Estate Planning Attorneys - Navigating the IRA Minefield: Lessons Learned from PLR 201021038 Continued
There have been significant changes to federal tax laws. This session will quickly bring you up to speed on all the changes you need to know while also empowering you with strategies to get old clients back in the office to update out-of-date plans and help new clients properly prepare for the future.
- Federal Tax Update
Presented by Sam Donaldson, LL.M, from Georgia State Law
Also, learn the strategies to help you hire like a top executive search firm with this bonus session.
- BONUS – Back to Basics: Strategies to Hire Like a Top Executive Search Firm
Presented by Ron McNutt, Senior Partner, RMi Executive Search
CLICK HERE to download your sessions. Please also feel free to forward this email to a colleague who may need the information provided in these sessions.
We hope you find these training sessions educational, empowering, and full of practical solutions that you can implement when designing plans for your clients.
Jennifer Price
Chief Operating Officer
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com
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- How Do You Spend Your Time? - May 18, 2023
